Integrate the Relevance AI API with the Zoho CRM API

Setup the Relevance AI API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Relevance AI and Zoho CRM remarkably fast. Free for developers.

Popular Ways to Connect Relevance AI with Zoho CRM#

Run Tool with Relevance AI API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Relevance AI

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Run Tool with Relevance AI API on New Event (Instant) from Zoho CRM API

Zoho CRM + Relevance AI

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Run Tool with Relevance AI API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Relevance AI

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Run Tool with Relevance AI API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Relevance AI

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Run Tool with Relevance AI API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Relevance AI

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Popular Relevance AI and Zoho CRM Triggers#

New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Relevance AI and Zoho CRM Actions#

Run Tool with the Relevance AI API

Executes a specific tool within Relevance AI and waits for a response for up to 60 seconds. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Send Message to Agent with the Relevance AI API

Sends a message directly to an agent in Relevance AI. This action doesn't wait for an agent response.

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Overview of Relevance AI#

Relevance AI is a powerful tool for handling complex data operations like clustering, vector search, and data visualization. On Pipedream, you can use the Relevance AI API to automate data enrichment, analysis, and integration tasks. This integration opens up possibilities for dynamic data workflows, enabling real-time data processing and insights generation across various platforms.

Connect Relevance AI#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    relevance_ai: {
      type: "app",
      app: "relevance_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://api-${this.relevance_ai.$auth.region}.stack.tryrelevance.com/latest/agents/list`,
      headers: {
        "Authorization": `${this.relevance_ai.$auth.project}:${this.relevance_ai.$auth.api_key}`,
      },
    })
  },
})

Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})